Christina Lawrence, Wealth Management Advisor, Signature Resources Capital

Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This? Part 2 Build Relationships Based on Trust.” Amy writes about the important steps that are often skipped when parents are preparing their next generation for wealth transfer.

"Whose Money is This?" Part 2: Build Relationships Based on Trust Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.